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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $669,134 | $174,379+283.7% | $152,093+340.0% | $138,895+381.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.92% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $18,687 | $4,652+301.7% | $4,175+347.6% | $4,194+345.5% |
| Participant deferral / active EE | $22,906 | $6,159+271.9% | $5,451+320.2% | $6,396+258.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |